Cashmaker's hot stocks and trading

[cashmaker]

In LUV here, follow the hot money in AirLine Sector. Smart money flow to AIRLINE last

In LUV here, follow the hot money in AirLine Sector. Smart money flow to AIRLINE last month. Look at the sector's performance last month, awesome. Add more shares AIRT aiming target $14. AIRT only 2.6M shares, amazing.Very attractive financial and technical data.

[cashmaker]

In SCS and CHB here. Both of them have very attractive financial ratios and technical

In SCS and CHB here. Both of them have very attractive financial ratios and technical trend.

SCS,Steelcase, Inc. engages in the design and manufacture of office furniture, primarily in United States and Canada, as well as internationally. SCS ranked 3 by valuengien.com and give and Timeliness 1 and Technical 1 (highest) from Valueline, and 3 starts from morningstar with a fairvalue of $15.00. Valuengien gives 6-Month 1.30% return. My target of SCS is $18.

The office furniture market has been showing signs of life recently. Given its leading market position, Steelcase is poised for a turnaround in its sales growth and profit margins, as its customer base tends to more sharply increase office furniture purchases during better economic environments (partially because of postponing purchases during lean times). Steelcase is the world's largest office furniture manufacturer, it will definately take advantage of this office furniture business booming.

CHB, Champion Enterprises, Inc. engages in the production and sale of factory-built homes. It produces a range of homes, including multisection, ranch-style homes, one-half story and two-story homes, single-section homes, cape cod style homes, and multifamily units, such as townhouses.CHB ranked 3 by valuengien.com and give and Timeliness 1 and Technical 2 from Valueline, Valuengien gives 6-Month 4.16% return. Hurricane Katrina relief and reconstruction will bring huge business to CHB in the short run. My target of CHB is $20.

The company should post a hefty year-over-year share-net advance in 2005. Champion reported a 58% jump in earnings for the September interim, on a considerably more modest 6.4% top-line advance. Notably, CHB's average selling price increased by 11% during the quarter, as the company passed on higher raw material and transportation costs to its customers. This, in conjunction with ongoing operational restructuring actions, augurs well for additional margin improvement over the balance of the year and into next. Moreover, the company recently received a $60 million order for 2,000 single-section manufactured homes from FEMA, in connection with Hurricane Katrina relief efforts, which should lift CHB's top and bottom lines during the final stanza of 2005. Excluding the FEMA order, Champion's backlog at the end of the third quarter was up 47%, relative to the year-ago figure. However, with the FEMA request taken into account, third-quarter backlog jumped an impressive 97%. All told, we look for Champion to report 2005 earnings of about $0.52 a share, with a strong double-digit advance the following year.

Champion stock is a top selection for year-ahead relative price action. The company seems on track to post a significant rebound in share earnings this year with double-digit growth thereafter.

[cashmaker]

Comment on SCS

Comment on SCS

The company continues to benefit from the strong demand in the office furniture arena. The improving fundamentals within the commercial furniture market are being driven by the steady growth in corporate profits and related capital expenditure. The company has continued to directly benefit from this upturn, as has been demonstrated by the solid year-to-year revenue and profit advances in recent months, which has been primarily driven by Steelcase's large corporate customers. Management notes that the North American segment (57% of revenues) remains the strongest contributor to revenue and profit enhancement. This is thanks mainly to solid results at the company's Turnstone subsidiary, which is outpacing the overall market in terms of year-over-year growth. Although the effects of recent hurricanes have created some challenges, the company has addressed these issues. The negative variances that have resulted from the devastating storms are not likely to have any material effect on earnings.

Company's margins to continue to widen over the next few years. Steelcase's efforts to improve its cost structure are paying off. Plant consolidation and workforce reductions have supplemented revenue growth and enabled margins to expand considerably. This trend to continue, as management notes that the company remains committed to cost restraint. Recent list price adjustments should further bolster the top line, offsetting the high cost of raw materials. Indeed, analysts looking for the operating margin to increase by as much as 440 basis points by the end of fiscal 2006.

Steelcase shares are timely. The stock's appreciation potential out to 2008-2010 is in line with the Value Line median. Strengthening demand, coupled with the company's solid brand recognition, should further enhance revenues. Too, it is optimistic that the company's efforts to maximize productivity are likely to improve efficiency and drive profits over the next 3 to 5 years. Income-oriented investors may find the dividend yield appealing.

[jiesen]

In SCS and CHB here. Both of them have very attractive financial ratios and technical trend.

Hey Cash, why don't you pick one of those to enter in the POTW contest? There's still time today for a pick, and I'm sure Lye would appreciate having your insight to draw from in his experiment.

[cashmaker]

in GYMB here, aiming for $25 target as momentum going on. Valuengien 6 month return 3

in GYMB here, aiming for $25 target as momentum going on. Valuengien 6 month return 3%. Valueline rank Timeliness 1 and Technical 2 on it with target $30.

Gymboree's new outlet stores will likely improve inventory management.Given that Janie and Jack merchandise can sell at price points that are 40% higher than those at Gymboree, average selling prices and profit margins should improve.The high-end children's apparel market is growing rapidly as more parents are having babies later in life, when they have more income to spend on their children's clothes.

According to U.S. Census Bureau projections, the number of children age 5 and younger will grow 10% over the next 10 years, compared with 8% total population growth.

Same-store sales increased 10% as the retailer's fall merchandise was well received by consumers, despite growing macroeconomic concerns. Gymboree has managed its inventory well this season and anticipate fewer markdowns compared with last year, when fall merchandise was introduced too early. Furthermore, the retailer is taking the right steps to reduce product costs (from design to sourcing to packaging), and analysts expect gross margins to increase in the second half of the year. Gymboree is on track to improve upon its disappointing 2004 holiday season. Analysts remain comfortable with revenue growth and profitability projections over the next five years.

[cashmaker]

My current aggressive portfolio:

My current aggressive portfolio:

Airline: AIRT LUV

Gas, oil and eletricity: RES FCEL

EMS: FLEX

Retail store:GYMB GPS SCS

Software: ACN BMC

Telecome: JDSU

Homebuilding: CHB

[cashmaker]

Here is Valuengine forecast for AIRT.

Here is Valuengine forecast for AIRT.

Click here for NEWS about AIRT - NEW!
ValuEngine Rating
n/a

ValuEngine Forecast
Target Price* Expected Return
1-Month 11.35 0.14%
3-Month 11.44 0.60%
6-Month 11.96 5.16%
1-Year 13.60 19.65%
2-Year 15.05 32.39%
3-Year 16.23 42.79%


AIRT's total cash and cash equivalent increased by 660% compared to 2004

Total asset Total Assets increased by 23% from 2004.

My sentiment is strong buy at the current level, My target on AIRT is $14. It is very cheap now, look at its 3 month chart, amazing uptrend shape.

[Lyehopper]

5 Minutes till 4:00EST....

Hey Cash, why don't you pick one of those to enter in the POTW contest? There's still time today for a pick, and I'm sure Lye would appreciate having your insight to draw from in his experiment.

Jiesen he must NOT have seen your post.... HEY CASHMAKER!!!! YO DUDE! over here!

Might be a stock trading cyborg or something like that! LOL.... I'm sure Webs knows the real scoop on him.

[Lyehopper]

Jiesen he must NOT have seen your post.... HEY CASHMAKER!!!! YO DUDE! over here!

Might be a stock trading cyborg or something like that! LOL.... I'm sure Webs knows the real scoop on him.

http://img286.imageshack.us/img286/4020/cashmaker0vf.png

[Websman]

Didn't you guys ever watch Rainman?

It's obvious that Cash is Autistic. He's a genius when it comes to trading, but he can't function anywhere else.

[cashmaker]

Add more GYMB < $20 today, excellent entry today. Tomorrow earning will be good, GYMB

Add more GYMB < $20 today, excellent entry today. Tomorrow earning will be good, GYMB already gave out guidance of their business with 10% same-store sales jump. Today's retreat is due to the sector and people keep profit, not any problem with the company itself, <$20 is a good entry.

[cashmaker]

GYMB Share Repurchase 55M shares.

GYMB Share Repurchase 55M shares.

The Company also announced that its Board of Directors has authorized the Company to utilize up to $55 million of the Company's cash reserves to purchase shares of the Company's outstanding common stock. Purchases will be made from time to time on the open market or in privately negotiated transactions. Depending on market conditions and other factors, purchases under this program may be commenced or suspended without prior notice at any time, or from time to time, through October 28, 2006. At current price levels, approximately 10% of the Company's outstanding shares could be repurchased under this program.

Lisa Harper, Chairman and Chief Executive Officer, commented, "Repurchases of our common stock will provide additional value to our stockholders. The Board's action is a reflection of the Company's strong position and cash flow, which the Board believes is sufficient to support the Company strategies for continued growth of its businesses in addition to the share repurchases under this program."


Net sales from retail operations for the third fiscal quarter of 2005 were $174.5 million, an increase of 14% compared to net sales from continuing retail operations of $152.8 million for the same period last year. Comparable store sales for the third fiscal quarter increased 10% compared to the same period last year.

The Company now expects earnings from continuing operations for the third fiscal quarter of 2005 to be in the range of $0.35 to $0.37 per diluted share. For the fourth fiscal quarter of 2005, the Company now expects earnings from continuing operations to be in the range of $0.37 to $0.39 per diluted share. For the full fiscal year 2005, the Company anticipates that its earnings per diluted share from continuing operations will be in the range of $0.77 to $0.81. Comparable store sales are expected to increase for the fourth quarter of fiscal 2005 in the range of low to mid single digits.

Earning Tomorrow, analyst expect 37 cents.

[cashmaker]

CHB: Zacks Earnings and Margins Strategy highlights: Advisory Board Co., AAR Corp., C

Zacks Earnings and Margins Strategy highlights: Advisory Board Co., AAR Corp., Champion Enterprises, and Western Sierra Bancorp

932 words
10 November 2005
05:00 am
Business Wire
English
(c) 2005 Business Wire. All Rights Reserved.

CHICAGO - (BUSINESS WIRE) - Nov. 10, 2005 - Earnings are the single most important metric for a company. Combine that with a healthy Net Profit Margin and you find a screen that has generated a cumulative return of +425% since January 2001. During the first half of 2005, this screen continued its winning ways with a +13.8% return. This screen is called the Earnings and Margins Profit Track strategy. Here are four stocks meeting this screen's exclusive criteria: Advisory Board Co. (NASDAQ:ABCO), AAR Corp. (NYSE:AIR), Champion Enterprises, Inc. (NYSE:CHB), and Western Sierra Bancorp (NASDAQ:WSBA). View the entire list of stocks for the Earnings and Margins Profit Track at http://at.zacks.com/?id=1858

Here are four companies that meet the following Earnings and Margin Profit Track:

Advisory Board Co. (NASDAQ:ABCO) reported fiscal second-quarter earnings in late October. The result topped last year's second quarter and matched the consensus estimate. The company noted that its performance was driven by cutting-edge research agendas and continued program innovation, which led to strong renewal performance and continued growth across ABCO's program portfolio. The company, which has a net margin of .16, managed to produce annual earnings growth of about 15% above the previous year.

AAR Corp. (NYSE:AIR) generated impressive earnings growth of 400% last year over the previous year. The company, a worldwide leader in supplying aftermarket products and services to the global aerospace/aviation industry, reported fiscal first-quarter earnings of 15 cents per share in late September. The result surpassed the consensus estimate by about 7% and eclipsed last year's first-quarter earnings. The company stated that sales and earnings growth for the quarter were driven by increased sales in the Aviation Supply Chain, Maintenance, Repair & Overhaul and Structures & Systems segments.

Champion Enterprises, Inc. (NYSE:CHB) posted third-quarter earnings of 20 cents per share in mid-October, matching analysts' expectations and outperforming the year prior total. The company stated that the third quarter was marked by continued progress toward attaining its goals of improved margins and modular growth. CHB experienced earnings growth of almost 120% for its most recently completed year versus the previous year.

Western Sierra Bancorp (NASDAQ:WSBA) is a profitable company as evidenced by its net margin of .20. WSBA has also demonstrated solid year-over-year growth with the full year 2004 posting earnings growth of nearly 20% above the year prior. In mid-October, the company announced GAAP earnings of 59 cents per share for the third quarter. The result improved on last year's 49 cents and outpaced the consensus estimate by almost 2%.

Discover all the current stocks currently on the Earnings and Margin Profit Track at: http://at.zacks.com/?id=1859

[grebnet]

Gymb

When does GYMB report?? after mkt close? I bought at 19.05 yest .

I just hope my wife is wrong. Our kids grew up in Gymboree, but she says peopls dont buy it as much now. Im thinking maybe it is just because we are past that style now.

[grebnet]

Acn

Hey Cash

Im sitting on 30 Nov 25 calls for ACN which expire Fri. I had 30 more which I sold back on 10/28 for a small profit.

Trying to decide whether I should excercise them or just take profits tomorrow.

Why the run today? any ideas

Edit::
Just saw that a subsidiary of ACN bought 10 million shares from prior partners at $21.50... maybe thats why the run... A sign of internal optimism.